Everything you need to run the business side of freelancing

Contracts, invoices, payment links, income tracking and a plain-English tax estimate — the essential tools for your first years, in one place.

A complete look at what's included.

Contracts

Send professional, UK-focused agreements tailored to your trade — configured to fit each job, signed online.

  • Contract builder with customisable templates for 10 disciplines — general, copywriting, graphic design, web development, photography & video, virtual assistant, consulting, social media, bookkeeping, tutoring
  • Configure the clauses that fit — IP ownership, termination, kill fee, deposit, confidentiality, non-solicitation, delivery model, revisions and cancellation terms
  • Optional clauses for AI-tools disclosure, moral rights and VAT
  • Bill by hour, day, session, fixed price, monthly retainer or a custom arrangement
  • Wording adjusts automatically for business or individual clients (UK consumer-law aware)
  • Live preview and fully editable wording before you send
  • Send and sign online, or record a signature agreed in writing or verbally
  • Branded PDF stored on signing, in your choice of six currencies
  • Set your own clause defaults so every new contract pre-fills

Templates are a starting point, not a substitute for a solicitor's review.

Invoicing & payments

Send professional invoices, get paid by card or bank transfer, and chase late payers without the awkward conversations.

  • Invoice builder with live preview and line items
  • Automatic sequential numbering with a custom prefix and starting number
  • VAT handling for VAT-registered freelancers
  • Flexible payment terms and due dates
  • Invoice overseas clients in their currency (GBP, USD, EUR, CAD, AUD, CHF)
  • Stripe card payment links, with your bank details shown as a backup
  • Invoices flip to Paid automatically when a card payment lands
  • Automatic escalating reminders on a schedule you set, plus send-by-hand
  • Record partial and multiple payments with a running balance
  • Overpayment warnings and final-settlement write-off
  • Record refunds — Stripe card refunds tracked automatically
  • Record disputes and chargebacks
  • Automatic payment and refund receipts to clients
  • Void or duplicate an invoice; branded PDF for every one

Clients & branded client portal

Keep every client in one place, and give each of them a branded portal — with no login to remember.

  • A record per client — contacts, private notes, business or individual type
  • Every contract, invoice and payment linked to the client
  • Searchable, sortable list showing what each client still owes
  • Per-client summary for this financial year and lifetime
  • A branded client portal — no account or password for your client
  • Private, email-gated links that renew themselves if they expire
  • See when a client last opened their portal
  • Clients view and download invoices, and pay by card or bank
  • Clients read and e-sign contracts, and download the PDF
  • Your logo and accent colour across the portal and every document

Income, tax & reporting

See where you stand this month and this financial year, and know what to set aside for HMRC.

  • Dashboard for this month and this financial year — invoiced, received, outstanding
  • At-a-glance tiles for overdue, awaiting payment and disputes, plus your next payout
  • Income tracked automatically from your paid invoices
  • A plain-English tax estimate — Income Tax and Class 4 National Insurance
  • Add allowable expenses and any income earned before TrustSolo
  • Correct tax bands for Scotland or the rest of the UK
  • Upcoming HMRC dates and amounts, including payments on account
  • A month-by-month view of your building liability
  • Switch across every previous financial year
  • Export to Excel — one year or all years — for Self Assessment or your accountant

The tax figure is an estimate to help you set money aside — not a filing tool, and not MTD software.

Personalisation & settings

Set it up once — your branding, rates and defaults flow into every contract, invoice and email.

  • Upload your logo and set a brand accent colour, with a live preview
  • Your business identity on every invoice, contract and the portal
  • Save your rates, billing unit and payment terms — new invoices pre-fill
  • Set contract clause defaults — new contracts pre-fill
  • Customise every client-facing email — invoices, receipts, refunds, reminders, contracts and portal invites
  • Choose exactly which notifications you receive
  • Connect Stripe for online card payments
  • Manage your plan and billing

Data, privacy & security

Your data stays yours, your clients' data is handled responsibly, and you're set up for HMRC's record-keeping rules from day one.

  • Anonymise a client's personal data on request (GDPR), keeping the figures HMRC needs
  • Guard-railed client deletion that prompts you to export first
  • Export all your data — invoices, contracts, clients — as a ZIP any time
  • Records retained for your account's life plus six months, with HMRC 6-year guidance
  • A proactive final export and reminders if you ever wind down
  • Your data isolated to your account; each client's data private
  • Card details handled by Stripe — never stored by us
  • 30-day free trial; cancel any time

How TrustSolo compares

Built around freelancing, not full bookkeeping

TrustSolo is a UK-specific, contract-led tool for your first years — not a full accounting suite. Here's the honest shape of it.

Focus
TrustSolo: Contracts, invoicing, getting paid, income tracking
Accounting-first tools: Full bookkeeping & ledgers
Tax
TrustSolo: Plain-English estimate to set money aside
Accounting-first tools: Full accounts + HMRC filing
Getting started
TrustSolo: Send a contract and get paid in minutes
Accounting-first tools: Accounting setup first

Comparing a specific tool?

See our alternatives

Is TrustSolo right for you?

We'd rather you knew before you signed up.

A good fit if…

  • ✓  You're in your first years of freelancing
  • ✓  You want contracts, invoicing and a tax estimate together
  • ✓  You're a UK sole trader or freelancer
  • ✓  You value simple over comprehensive

Probably not, if…

  • —  You need full double-entry bookkeeping
  • —  You want your Self Assessment or VAT filed for you
  • —  You already work closely with an accountant's ledger

In those cases, pair TrustSolo with an accountant, or use accounting-first software.

Simple pricing

One plan to get started. More on the way.

Solo
£14/mo
Save 2 months with annual billing
Start with 30 days free — no card required
  • Customisable contract templates for your discipline
  • Professional invoices with online payment links
  • Automated payment reminders
  • Tax estimates
  • Freelance rate calculator
  • Client address book
  • Dashboard with income tracking
Start free
ProComing soon
£24/mo
  • Everything in Solo
  • Appointments calendar and reminders
  • Create and save your own reusable contract templates
  • Proposals and quotes
  • Time tracking
  • Expense tracking with receipt capture
  • Business health dashboard
Notify me when available

Frequently asked questions

TrustSolo provides freelancers with simple business management software to help with contracts, invoicing, payments, income tracking and tax estimates — all the essential tools for your first years, in one place.

Ready to set things up properly from day one?

Free for 30 days. No card required. Cancel any time.

Start free — no card required
Freelance Business Software UK — TrustSolo